Serving Clients since 1982
Fraser Allport – 41 Years of Excellence.
Fraser Allport, Fiduciary : 41 Years in Financial Services and Insurance.
DAYTONA BEACH SHORES, FL, UNITED STATES, June 17, 2023/EINPresswire.com/ — Fraser Allport, Fiduciary, celebrates 41 Years in Financial Services and Insurance.
Fraser Allport, a Fiduciary and Certified Estate Planner with 41 Years of Experience, is proud to announce 41 Years of Service to his Clients.
Fraser Allport is a Fiduciary with 41 Years of Experience.
Fraser resides in Florida and can work in all 50 States.
Fraser specializes in Retirement Planning, Social Security, Medicare, and Income Taxes.
Fraser is also qualified in tax-deductible ERISA Plans :
IRA, 401(k), 403(b), Defined Benefit and 457 Deferred Compensation Plans.
Fraser can help a person with IRA accounts : Traditional IRA, ROTH IRA, and ROTH Conversions.
Mr. Allport emphasizes holistic planning, integrating all aspects of a person’s finances into his “ Total Money Planning ” system.
Fraser Allport’s CV, Services, and Seminars are at www.fraserallport.com
Work with an Independent Fiduciary.
Don’t settle for less.
Schedule a no obligation Complimentary Consultation with Fraser Allport using his easy online calendar at www.calendly.com/fiduciaryadvisor
To help people Get Smart with their Money, Fraser Allport offers an extensive Library of Educational Videos on his You Tube Channel.
Please see Fraser’s YouTube Channel at : https://www.youtube.com/channel/UCJIvncPq8Up5ptDiEUT3bJA/videos
Fraser Allport also specializes in the Florida Retirement System’s DROP Program and 457 Deferred Compensation.
Fraser also helps those who are retiring from Florida’s Deferred Retirement Option Program and 457 Plans.
For those who participate in the Florida Retirement System’s DROP Program and 457 Deferred Compensation Plans, watch Fraser’s Educational Videos at https://www.fraserallport.com/florida-drop-library/.
Preparing for Health Insurance and Out of Pocket Medical Expenses as you age is an important part of Retirement Planning, which is why Fraser Allport is licensed in Medicare, Medicare Advantage, and Medicare Supplements. Watch Fraser’s Medicare Videos at https://www.fraserallport.com/medicare-library/.
Social Security is also an integral part of Retirement Planning. Fraser Allport offers a no obligation Complimentary Consultation to help people analyze their optimum Social Security claiming strategies at https://www.fraserallport.com/social-security/.
The finishing touch to every good Financial Plan is Estate Planning.
Fraser Allport is a Certified Estate Planner ™ , and can help craft a lasting Estate Plan. When you pass … Leave A Legacy, not A Mess.
Visit Fraser Allport’s Estate Planning website at :
https://nicep.org/profile/fraser-allport-id-908
Learn about Fraser’s 5 Step “Total Money Planning System ” at https://www.fraserallport.com/my-seminars/
Fraser’s website also has a link to Google Reviews from his Clients.
Read what Fraser’s Clients say about their experience with him.
Read Fraser’s Client Google Reviews at :
Fraser offers Phone, Zoom or In-Person consults.
Fraser also does Onsite Educational Workshops at a School, Facility, HOA, Senior Center or Club.
Get Smart with Your Money … and You’ll have more of it.
Fraser serves all of Florida, and can work in all 50 States.
Fraser has been in Business for 41 Years.
Experience Matters.
References available upon request.
“ All Knowledge comes from Experience. ” – Albert Einstein
The Total Advisor, LLC is an Independent Retirement, Social Security, Medicare, Income Tax and Estate Planning Firm owned by Fraser Allport. Investment Advisory Services are offered through Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC Registered Investment Advisor, transacting business in States where it is registered or excluded from registration. FL. License # A004461 and L 09 47 754. SEC registration does not constitute an endorsement by the SEC, and does not speak to Advisor’s skill or ability. All investment strategies have the potential for profit or loss.
FRASER L ALLPORT
THE TOTAL ADVISOR, LLC
+1 386-882-6256
email us here
Visit us on social media:
Facebook
Twitter
LinkedIn
YouTube
